Global Strategic Investment Solutions’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Global Strategic Investment Solutions’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$644K	Buy	10,124 +14	+0.1%	+$871	0.06%	95
2026 Q2	$619K	Buy	10,110 +19	+0.2%	+$1.16K	0.05%	95
2026 Q1	$550K	Buy	10,091 +18	+0.2%	+$1.03K	0.05%	97
2025 Q4	$597K	Buy	10,073 +14	+0.1%	+$823	0.06%	99
2025 Q3	$579K	Buy	10,059 +3	+0%	+$164	0.06%	98
2025 Q2	$524K	Sell	10,056 -55	-0.5%	-$2.62K	0.06%	103
2025 Q1	$465K	Sell	10,111 -26	-0.3%	-$1.28K	0.05%	100
2024 Q4	$506K	Buy	10,137 +18	+0.2%	+$886	0.06%	101
2024 Q3	$481K	Buy	10,119 +18	+0.2%	+$827	0.06%	102
2024 Q2	$462K	Buy	10,101 +21	+0.2%	+$901	0.06%	101
2024 Q1	$425K	Sell	10,080 -2,759	-21%	-$111K	0.05%	105
2023 Q4	$484K	Buy	12,839 +2,804	+28%	+$100K	0.06%	90
2023 Q3	$341K	Buy	10,035 +25	+0.2%	+$879	0.04%	112
2023 Q2	$350K	Hold	10,010	–	–	0.04%	108
2023 Q1	$311K	Hold	10,010	–	–	0.04%	105
2022 Q4	$276K	Hold	10,010	–	–	0.02%	108
2022 Q3	$269K	Hold	10,010	–	–	0.01%	110
2022 Q2	$287K	Hold	10,010	–	–	0.02%	100
2022 Q1	$352K	Hold	10,010	–	–	0.02%	96
2021 Q4	$369K	Hold	10,010	–	–	0.06%	98
2021 Q3	$330K	Sell	10,010 -10,280	-51%	-$348K	0.06%	104
2021 Q2	$660K	Hold	20,290	–	–	0.11%	61
2021 Q1	$602K	Hold	20,290	–	–	0.11%	71
2020 Q4	$579K	Hold	20,290	–	–	0.13%	60
2020 Q3	$531K	Hold	20,290	–	–	0.13%	59
2020 Q2	$483K	Buy	+20,290	New	+$454K	0.13%	57

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $483M AUM 11.42% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Global Strategic Investment Solutions's XLG Position: Q3 2026 in Review

Global Strategic Investment Solutions increased its Invesco S&P 500 Top 50 ETF (XLG) stake by 0.14% in Q3 2026, buying an estimated $871 and bringing the position to 10,124 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #95.

Global Strategic Investment Solutions first reported a position in XLG in Q2 2020 and has held it in 26 quarters since. The position peaked at $660K in Q2 2021. 91 funds tracked by Wall St. Rank hold XLG as of Q3 2026.

Global Strategic Investment Solutions held 10,124 shares of Invesco S&P 500 Top 50 ETF worth $644K as of Q3 2026.
Global Strategic Investment Solutions bought 14 Invesco S&P 500 Top 50 ETF shares in Q3 2026, an estimated $871.
Invesco S&P 500 Top 50 ETF made up 0.06% of Global Strategic Investment Solutions's portfolio in Q3 2026, its #95 holding.
Global Strategic Investment Solutions first reported a position in Invesco S&P 500 Top 50 ETF in Q2 2020 and has held it in 26 quarters since.
Global Strategic Investment Solutions's Invesco S&P 500 Top 50 ETF position peaked at $660K in Q2 2021.
91 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q3 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.